Knowledgebase: Credits
How to issue a credit balance as a refund to a patient with the Checkout module disabled
Posted by Courtney Marks on 26 Jun 2013 11:24 AM

This article outline steps on how to issue a credit  balance as a refund to patient

Steps in Full Detail Order

1. Open order by either going to History in the Patients profile or by clicking the Spectacle Lens button on the toolbar then Search for order by pressing the Search button

ordersearchbutton

2. Click the Payment Tab

orderpaymenttab1

3. Click the Add button

orderaddpaymentbutton

4. Select the Payment Type as Refund (Patient) and specify payment method.

paymentdetailswin

5. Refund amount must be entered as negative value (-77.01) in the Payment Amount section.

paymentamount

6. Allocate refund amount (-77.01) to specified order(s)

paymentdetailswin2

5. Click OK button to complete transaction

paymentdetailswinOK

Steps in Quick Order

1. Open an order in the Quick Order screen by pressing the button on the toolbar, click File > Quick Order or press [Ctrl+Q] on your keyboard then Search for order by pressing the Search button.

quickordersearch

2. Click the More Payments... button

quickordermorepayments1

3. Click the Add... button

quickorderpaymentadd

 4. Select the Payment Type as Refund (Patient) and speciify payment method.

paymentdetailswin1

5. Refund amount must be entered as negative value (-77.01) in the Payment Amount section.

paymentamount

6. Allocate refund amount (-77.01) to specified order(s)

paymentdetailswin2

5. Click OK button to complete transaction

paymentdetailswinOK

 

For additional assistance contact My Vision Express Support via any of the following options:

1.877.882.7456 ext 3

Click Here for Live Chat

Email: support@myvisionexpress.com

Visit Support Central to submit a ticket

 

(1 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).

Copyright © 2015 Insight Software, LLC | My Vision Express